See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,083 | $80,717-49.1% | $154,803-73.5% | $84,808-51.6% |
| Participation rate | 66.2% | 66.8%-0.7pp | 78.1%-11.9pp | 68.3%-2.2pp |
| Annual return | 23.83% | 37.96%-14.1pp | 58.88%-35.1pp | 40.90%-17.1pp |
| Employer contribution / active EE | $2,422 | $2,761-12.3% | $4,305-43.8% | $2,631-8.0% |
| Participant deferral / active EE | $5,819 | $3,303+76.2% | $5,540+5.0% | $4,212+38.2% |
| Admin fee / account holder | $8,360 | $6,746+23.9% | $14,329-41.7% | $7,344+13.8% |